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Financial Consultant I

Company: VirtualVocations
Location: Colorado Springs
Posted on: October 30, 2024

Job Description:

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.



Key Responsibilities

Provide benefit event education to former participants and assist with retention of assets
Educate and assist customers with their investment and risk-based needs
Uncover current or potential retail customer needs and perform related duties as assigned


Required Qualifications, Training, and Education

Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry
Licensing: SIE, Series 6 or 7, and Series 63 & 65 or Series 66
Ability to be approved as a registered representative by all 50 States and Washington DC
Detailed knowledge of retail investment products and employer-sponsored retirement plans
Ability to work independently and demonstrate confidence in decision-making

Keywords: VirtualVocations, Colorado Springs , Financial Consultant I, Accounting, Auditing , Colorado Springs, Colorado

Click here to apply!

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